SOSOUtilities · Utilities - Regulated Electric

SO Stock Forecast: The Southern Co. Price Predictions for 2026-2027

Last close, 14 Oct 2026
$89
+1.44% on the day

The 23 Wall Street analysts covering The Southern Co. hold a median 12-month price target of $99 — +10.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 45 of 100 as at 14 Oct 2026 — in the lower half.

Market cap
$101.4B
Ticker Nerd rank
45 / 100
Median analyst target
$99
Analysts covering
23
Revenue$7.0B+0.1% y/y
Operating income$1.8B
Net income$1.2B
Free cash flow−$641.0M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
+4.6%
1M
+2.7%
YTD
+5.0%
1Y
−7.4%
From 52W high
−8.3%
From 52W low
+8.9%
$82
$98
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

SO stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores The Southern Co. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 14 Oct 2026
45 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Volatility
92
Quality
80
Revisions
80
Momentum
58
Growth
46
Accruals
42
Value
31
Issuance
27
Size
3

Volatility (92): The share price has been relatively steady.

Issuance (27): The company has been issuing shares or taking on financing, diluting existing holders.

Size (3): Larger than most of the companies we track — more scrutinised, less often mispriced.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

SO stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on SO, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$70$80$90$100$110Jan 26Apr 26Jul 26Oct 26SOHigh $112Median $99Low $74

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says23 analysts
7 Buy14 Hold2 Sell
Low $74Median $99High $112

The green dot is the last close — the median target sits +10.8% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 2 moved their price target up and 8 moved it down.

DateFirmActionRatingTarget
13 Oct 2026JP MorganMaintainsNeutral$101 → $94
13 Oct 2026KeybancMaintainsUnderweight$79 → $74
25 Sept 2026CitigroupMaintainsBuy$114 → $104
18 Sept 2026Morgan StanleyMaintainsUnderweight—
18 Sept 2026Morgan StanleyMaintainsUnderweight$89 → $85
21 Aug 2026Morgan StanleyMaintainsUnderweight$92 → $89
21 Aug 2026Morgan StanleyMaintainsUnderweight—
13 Aug 2026Truist SecuritiesMaintainsHold$100 → $97
13 Aug 2026Truist SecuritiesMaintainsHold—
27 July 2026BMO CapitalMaintainsOutperform$102 → $104
27 July 2026BMO CapitalMaintainsOutperform—
23 July 2026KeybancDowngradeUnderweight$79
23 July 2026KeybancDowngradeUnderweight—
22 July 2026BMO CapitalMaintainsOutperform$105 → $102
22 July 2026BMO CapitalMaintainsOutperform—
16 July 2026JP MorganMaintainsNeutral—
16 July 2026JP MorganMaintainsNeutral$101 → $104
18 June 2026BarclaysMaintainsEqual-Weight$99 → $98
18 June 2026BarclaysMaintainsEqual-Weight—
29 May 2026Truist SecuritiesMaintainsHold—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. SO appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

SO vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 14 Oct 2026, The Southern Co. returned −7.4% against +17.5% for the S&P 500, dividends included.

SO vs S&P 500, last 12 monthsTotal return, rebased to 100
8090100110120Jan 26Apr 26Jul 26Oct 26SOS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

SO analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
+0.5%
Analysts raising
1
Analysts cutting
1
Fundamentals

The Southern Co. (SO) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
21.2×

Cheaper than 35% of US stocks

Price / sales
3.4×

Cheaper than 35% of US stocks

Price / book
2.6×

Cheaper than 35% of US stocks

EV / EBITDA
12.4×

Cheaper than 29% of US stocks

Growth & margins
Revenue growth (YoY)
0.1%

Higher than 27% of US stocks

Earnings growth (YoY)
33.4%

Higher than 67% of US stocks

Gross margin
51.3%

Higher than 63% of US stocks

Operating margin
29.6%

Higher than 87% of US stocks

Net margin
15.4%

Higher than 78% of US stocks

Returns & dividend
Return on equity
11.5%

Higher than 67% of US stocks

Return on assets
3.3%

Higher than 67% of US stocks

Dividend yield
3.4%

Higher than 88% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

The Southern Co. (SO) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • The Southern Co. has a market value of $101.4B and an enterprise value of $177.0B.

  • Revenue in the twelve months to 30 June 2026: $30.2B. The latest quarter grew 0.1% year on year.

  • Net income over the same four quarters: $4.6B, a 15.2% net margin.

  • Diluted earnings per share, trailing twelve months: $4.15.

  • Free cash flow in the twelve months to 30 June 2026: −$3.3B.

  • The Southern Co. spent $3.1B on dividends in the twelve months to 30 June 2026.

  • Shares outstanding: 1.2B.

  • Trailing P/E: 21.2×; forward P/E: 17.9× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 3.45%, paying out 72% of earnings.

  • The Southern Co. employs 29,502 people — $1.0M of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 14 Oct 2026

Data provided by Twelve Data

Peers

SO vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelUtilities - Regulated Electric
CompanyMarket capTKN rank
SOThe Southern Co.$101.4B
45
DUKDuke Energy Corp.$93.0B
48
AEPAmerican Electric Power Co., Inc.$68.2B
40
NEENextEra Energy, Inc.$163.2B
33
DDominion Energy, Inc.$53.6B
45
ETREntergy Corp.$49.9B
36
XELXcel Energy, Inc.$47.0B
26

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own The Southern Co. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest SO news & analysis

These 4 Dividend Stocks Passed the 2020 Stress Test. Are They Buys in Now October?

24/7 Wall Street · 14 Oct 2026neutral

The article discusses four companies that continued raising dividends during the 2020 pandemic and are still increasing them. It raises the question of whether their current yields and valuations make them worth buying.

Why it matters — A Southern Co. watcher may note the article's focus on dividend resilience, though the excerpt does not identify SO as one of the four companies.

Why Southern Co. (SO) is Poised to Beat Earnings Estimates Again

Zacks Investment Research · 14 Oct 2026positive

Zacks Investment Research says Southern Co. has an impressive history of earnings surprises and currently has two key ingredients associated with a likely beat in its next quarterly report.

Why it matters — The item highlights factors that may be relevant to SO watchers assessing the company’s upcoming earnings report.

5 Utility Stocks With Yields High Enough to Matter and Coverage Strong Enough to Trust

24/7 Wall Street · 14 Oct 2026neutral

The article discusses five utility stocks with notable dividend yields and coverage, against a backdrop of rising interest rates and shifting demand that are testing the sector’s dividend predictability.

Why it matters — A Southern Co. watcher may find the article’s focus on utility dividends and their coverage relevant when assessing the company in a changing rate and demand environment.

Southern Company: Long-Term Growth Meets Near-Term Cash Flow Pressure

Seeking Alpha · 14 Oct 2026neutral

Seeking Alpha maintains a Buy rating on Southern Company while lowering its target price by 7% to $97, citing higher near-term capital expenditures. It notes long-term data-center demand and management’s 8–9% adjusted EPS growth guidance through 2028, alongside connection delays and pressure on free cash flow.

Why it matters — Investors following SO may weigh its growth outlook and planned $81 billion in capital expenditures against near-term cash-flow pressure and delays.

FAQ

Frequently asked questions about SO stock

What is the SO stock price forecast for 2026-2027?

The 23 Wall Street analysts covering The Southern Co. have a median 12-month price target of $99, with estimates ranging from $74 to $112. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is SO stock a buy right now?

Of the 23 analysts covering The Southern Co., 7 rate it a Buy, 14 a Hold and 2 a Sell. Ticker Nerd's systematic factor model ranks The Southern Co. 45 out of 100 across roughly 4,600 US stocks as at 14 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank SO?

As at 14 Oct 2026, The Southern Co. ranks 45 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Volatility (92 of 100).

Will SO stock go up?

No one can know that. What the data says: the median 12-month target from 23 analysts implies +10.8% from the last close, and Ticker Nerd's factor model ranks The Southern Co. 45 out of 100 as at 14 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the SO stock forecast for 2030?

No analyst covering The Southern Co. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for SO are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $74 to $112 over the next 12 months.

How has SO stock performed over the past year?

The Southern Co. returned -7.4% over the 12 months to 14 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.

What does The Southern Co. do?

The Southern Company is a utility holding company that provides electricity and natural gas services across the United States. Through its subsidiaries, it serves retail and wholesale electric customers, operates power generation and battery energy storage assets, and develops distributed energy solutions such as microgrids for commercial, industrial, government, and utility users.

What is the latest news on SO?

The most recent item we track (24/7 Wall Street, 14 Oct 2026): "These 4 Dividend Stocks Passed the 2020 Stress Test. Are They Buys in Now October?". The article discusses four companies that continued raising dividends during the 2020 pandemic and are still increasing them. It raises the question of whether their current yields and valuations make them worth buying.

Company

About The Southern Co.

The Southern Company is a utility holding company that provides electricity and natural gas services across the United States. Through its subsidiaries, it serves retail and wholesale electric customers, operates power generation and battery energy storage assets, and develops distributed energy solutions such as microgrids for commercial, industrial, government, and utility users. The company also manages regulated natural gas distribution in several states and offers energy-related services that support reliability, resilience, and infrastructure needs. In addition, The Southern Company has business interests in telecommunications and fiber-based connectivity. Headquartered in Atlanta, Georgia and founded in 1945, The Southern Company plays a central role in regulated energy delivery, wholesale power supply, and essential utility infrastructure.

CEO Mr. Christopher C. Womack · 29,502 employees · United States · https://www.southerncompany.com